Configure user groups

SharePoint permissions determine whether a user or group can access an Enterprise Portal site and whether that user or group can make changes to the site. Microsoft Dynamics AX user groups determine the content that is shown in Enterprise Portal. A user must belong to at least one Microsoft Dynamics AX user group to view content on the site. If a user does not belong to a group, the user sees blank pages when they access the site.

The user groups listed on this page will be created in Microsoft Dynamics AX after you complete the wizard. You can view these groups and assign users to these groups in the Administration> Setup> User groupsform. You also can press CTRL+N to add new user groups to the list.

Map document types to document categories

Select a document category for each document type in the list. If a document is not mapped to a category, the document will not be displayed in Enterprise Portal.

Configure module document categories

Select the document categories to associate with each module in Enterprise Portal. Right-click a module in the list to add or delete an associated document category.

To use the default categories, select the Use default settingscheck box.

Note
If you have already specified categories, selecting Use default settingswill overwrite them with the default categories.

Configure document management

Use the Number of daysoption to specify how long the word "New" will be displayed for new documents in SharePoint lists.

Group

The user group identification.

User group name

The name of the user group.

Enterprise Portal roles

The role associated with the selected user group. A role represents a set of specific permissions in Enterprise Portal.

Type

The type of document.

Name

The name of the document type.

Document categories

The document category in Enterprise Portal that corresponds with a document type in Microsoft Dynamics AX. Document categories are used to display Microsoft Dynamics AX documents in Enterprise Portal.

Use default settings

Use the default document categories for each module in Enterprise Portal.

Number of days

Specify how long the word "New" will be displayed for new documents in SharePoint lists.